TBWA
WMT icon

Three Bridge Wealth Advisors’s Walmart Inc WMT Stock Holding History

Three Bridge Wealth Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,053
Closed -$229K – 92
2025
Q4 		$229K Buy
2,053
+10
+0.5% +$1.07K 0.06% 82
2025
Q3 		$211K Sell
2,043
-2,718
-57% -$271K 0.05% 84
2025
Q2 		$466K Sell
4,761
-3,321
-41% -$316K 0.12% 71
2025
Q1 		$711K Sell
8,082
-1,680
-17% -$158K 0.25% 48
2024
Q4 		$884K Sell
9,762
-81
-0.8% -$7.03K 0.31% 43
2024
Q3 		$795K Sell
9,843
-4,368
-31% -$321K 0.29% 49
2024
Q2 		$962K Sell
14,211
-276
-2% -$17.4K 0.38% 41
2024
Q1 		$875K Sell
14,487
-882
-6% -$50.5K 0.34% 43
2023
Q4 		$811K Sell
15,369
-1,893
-11% -$100K 0.28% 45
2023
Q3 		$920K Sell
17,262
-846
-5% -$45K 0.38% 44
2023
Q2 		$949K Sell
18,108
-1,287
-7% -$64.9K 0.4% 44
2023
Q1 		$957K Sell
19,395
-387
-2% -$18.4K 0.44% 45
2022
Q4 		$939K Sell
19,782
-315
-2% -$15K 0.5% 38
2022
Q3 		$869K Sell
20,097
-216
-1% -$9.46K 0.44% 43
2022
Q2 		$823K Buy
20,313
+8,946
+79% +$413K 0.4% 49
2022
Q1 		$566K Buy
+11,367
New +$534K 0.16% 57

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Three Bridge Wealth Advisors's WMT Position: Q1 2026 in Review

Three Bridge Wealth Advisors sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 2,053 shares — an estimated $229K sold.

Three Bridge Wealth Advisors first reported a position in WMT in Q1 2022 and held it in 16 quarters. The position peaked at $962K in Q2 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Three Bridge Wealth Advisors reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Three Bridge Wealth Advisors sold 2,053 Walmart Inc shares in Q1 2026, an estimated $229K.
  • Three Bridge Wealth Advisors first reported a position in Walmart Inc in Q1 2022 and held it in 16 quarters.
  • Three Bridge Wealth Advisors's Walmart Inc position peaked at $962K in Q2 2024.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.